Planning for your financial future
We offer a wide range of financial services from Inheritance tax planning to pension transfers. See our full list of services below.
Planning your future can be challenging like starting a giant jigsaw puzzle where pieces in the distance are too blurry to make out, each piece takes consideration, once planned they form a clear path for you to progress short term, you might simply wonder how much to spend on holidays this year or when to upgrade your car?
But what about the bigger questions, like when can you retire how much income you will get in retirement, will it be enough, how can you organise your wealth so you don’t pay too much tax and more importantly how can you live a life without regrets to add to the uncertainty of life events such as redundancy or illnesses.
Working with you and your money
Our new cash flow modelling software allows us to plan together to project your financial future helping you to visualise, take stock and act, we develop a clear picture of your situation and assess where your money might take you, what’s more the software includes advanced scenario planning meaning we can apply hypothetical financial shocks to your forecasts to better prepare you should any bad news be lurking ahead.
We won’t leave it there however with ongoing support and guidance we’ll make sure your way forward is clear of unknowns leaving any guesswork, well and truly behind you, let’s plan your future and we’ll revisit each year to make sure you are on course to hit your goals.
”I have been a client of David’s and Woodward Financials for many years, David has impressed me most of all as he truly cares about me and my family.
Our Financial Services
INVESTMENTS
- ACTIVE INVESTMENT WEALTH MANAGEMENT
- STOCKBROKING – GLOBAL SHARES PORTFOLIO more
- PORTFOLIO PLANNING
- INDIVIDUAL SAVINGS ACCOUNT (ISAs) more
- INVESTMENTS – watch video
- VENTURE CAPITAL TRUSTS more
- SEED, ENTERPRISE INVESTMENT SCHEMES more
- UNIT TRUSTS
- CAPITAL INVESTMENT BOND more
- MULTI-MANAGER AND FUND OF FUNDS OEICS
- STRUCTURED PRODUCTS more
- ESG or SOCIALLY RESPONSIBLE INVESTING – watch video
PENSIONS
- AUTO ENROLMENT
- PERSONAL PENSIONS (PPP) GROUP PENSIONS more
- PENSION CONSOLIDATION- watch video
- INCOME DRAWDOWN OR USP (AKA UNSECURED PENSION)
- FLEXI ACCESS DRAWDOWN (New Pension Rule)
- EXECUTIVE PENSION PLANNING
- STAKEHOLDER PENSIONS
- SIPP (A Self-Invested Personal Pension)
- SSAS (Small Self-Administered Scheme)
- ANNUITIES & IMPAIRED LIFE ANNUITIES more
PROTECTION SPECIALIST
TAX EFFICIENT PLANNING
- PRE-RETIREMENT PLANNING – watch video
- POST-RETIREMENT PLANNING
- EXIT STRATEGY PLANNING
- STRATEGIC DIRECTOR PLANNING
- LONG-TERM CARE PLANNING
GENERAL INSURANCE
- BUILDINGS AND CONTENTS INSURANCE